CIK: 0001682196
申報總市值
US$1.8億
僅顯示前 200 大持股（共 218 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.15% | -0.34% | -1.58% | |
| 2 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 3.29% | — | -19.92% | |
| 3 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.28% | +0.65% | -2.21% | |
| 4 | EADSY | Airbus Se - Unsp Adr | 股票-其他 | 3.01% | — | — | |
| 5 | PRI | Primerica INC | 股票-金融 | 2.69% | +0.40% | -26.28% | |
| 6 | LBTYA | Liberty Global Ltd. | 股票-其他 | 2.63% | +0.67% | +39.20% | |
| 7 | AR | Antero Resources CORP | 股票-能源 | 2.54% | -0.13% | — | |
| 8 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 2.47% | — | -2.52% | |
| 9 | KMI | Kinder Morgan INC | 股票-能源 | 2.35% | -0.06% | -2.72% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.28% | — | +937.88% | |
| 11 | AME | Ametek INC | 股票-工業 | 2.25% | — | -2.59% | |
| 12 | FTCS | First Trust Capital Strength | ETF-其他 | 2.20% | +0.64% | +39.49% | |
| 13 | AXP | American Express Co | 股票-金融 | 2.07% | — | -2.11% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.95% | — | +4.98% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | -0.38% | +18.00% | |
| 16 | HAL | Halliburton Co | 股票-能源 | 1.60% | +0.19% | NEW | |
| 17 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.57% | -0.85% | -32.47% | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.51% | +0.52% | -0.01% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.37% | — | +17.72% | |
| 20 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.12% | — | -59.81% | |
| 21 | DWM | Wisdomtree International Equ | ETF-其他 | 1.05% | — | +43.92% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.02% | — | +37.35% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.99% | — | +168.73% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.89% | -1.25% | +41.36% | |
| 25 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.84% | -0.45% | EXIT | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | — | +36.43% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | — | -0.45% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | — | -19.11% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.75% | — | +28.74% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.72% | — | +33.95% | |
| 31 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.70% | -0.36% | +122.10% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | -70.96% | |
| 33 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.69% | -0.22% | +132.95% | |
| 34 | FIS | Fidelity National Info Serv | 股票-科技 | 0.69% | — | -6.28% | |
| 35 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 0.68% | — | -3.76% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.67% | -0.23% | -2.38% | |
| 37 | CELG | Celgene CORP | 股票-其他 | 0.66% | -0.17% | -3.20% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.64% | — | -5.16% | |
| 39 | ✓ | 股票-其他 | 0.63% | — | — | ||
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.62% | — | +59.32% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | — | +26.32% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | — | -32.83% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.60% | — | +25.94% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | — | +97.66% | |
| 45 | AIG | American International Group | 股票-金融 | 0.58% | — | -5.48% | |
| 46 | PCAR | Paccar INC | 股票-工業 | 0.58% | — | -0.73% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.66% | EXIT | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | — | +8.48% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | -1.80% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.57% | — | +14.04% |